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Top Stories

Pensions| Jul 06, 2015

Standard Life U-turn on default fund position

Now: Pensions and Nest’s strategies have remained broadly the same, while others have amended their funds.

Top Stories

Regulation| Jul 06, 2015

Ombudsman backs Royal London blocking pension transfer

Ombudsman publishes tenth pension liberation decision.

Top Stories

Your Industry| Jul 06, 2015

Sesame’s parents promise £45m cheque to cover liabilities

Group is supporting Sesame Bankhall Group in building a “profitable, sustainable and attractive business”.

In Focus
Latest news

Pensions| Jul 06, 2015

Standard Life U-turn on default fund position

Now: Pensions and Nest’s strategies have remained broadly the same, while others have amended their funds.

Investments| Jul 06, 2015

Greece set to present new bailout proposals tomorrow

German chancellor says Greece must explain how it intends to remain a part of the euro.

Your Industry| Jul 06, 2015

Chase de Vere returns to profit

Advice firm posts profits of £4m but still puts aside cash for Keydata complaints

Mortgages| Jul 06, 2015

First-time buyer products hit highest level in 8 years

High loan-to-value end of the market sees rates fall to their lowest on record.

Investments| Jul 06, 2015

Invesco star managers detect glut of unattractive debt

Investors desperate for yield are snapping up new debt issuances with ‘unattractive’ pricing, duo tell analysts Winterflood Securities.

Investments| Jul 06, 2015

Target US equities able to endure ‘external pressures’

Legg Mason’s Evan Bauman says his focus is on firms that are ‘virtually immune’ to US dollar headwinds.

Analysis & opinion
Ken Davy: Pondering a successful career

FTAdviser Blogon| Jul 01, 2015

Ken Davy: Pondering a successful career

I recently had the opportunity to reflect on my golden rules for success in business and my philosophy for dealing with clients

Another essential element of success is an absolute commitment to client service

Tony Hazellon| Jul 01, 2015

Gov’t on warpath over pension firms scuppering freedoms

Providers insisting customers pay for advice before accessing their pots are to be reined in

Jeff PrestridgeonInsurance| Jul 01, 2015

Gospel of James

IP and critical illness cover may not be the sexiest products on the market, but the facts speak for themselves. Just ask James Lindon-Travers

John LappinonPensions| Jun 29, 2015

Government drawdown piggy bank would quieten critics

A ‘Nest for drawdown’ may take a lot of heat out of the pension reform argument

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Funds & data


Fund And Share Class 1 Year
Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.

Money Management Fund Statistics

Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.

Unpicking why pensions prove a turn-off to women

Women are already subject to lower income than men in retirement.

The three stages of digital transformation

Avaloq’s research finds that 74 per cent of financial professionals admit they have not yet defined a digital strategy.

See More Blogs

Adviser Guides


Guide to Target Date funds

In the last few months alone two providers have launched target date funds.



Guide to Buy-to-let and Pension Freedoms

Doors to investing in property have been flung open again.



Guide to Immediate Needs Annuities

Social care for the elderly in the UK is means-tested.

Ifa Industry

IFA Industry

Guide to IFA Consolidation

Selling your business was once only considered an option for advisers who were looking to exit the industry.

See all guides

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